Features of the Dashboard
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Click here to watch the BUZ dashboard overview video
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Noticeboard
The left of the Dashboard can display key information to inform the sales force be that customer or sales representatives.
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To edit this area you need to have access to the settings area and then you will have an "edit button available.
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Sales KPIs
On the right can be seen graphs of Key Performance Indicators (KPIs) that relate to the entity logged on and the type of user.
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Graph 2. Installed figures (Completed orders) or Sales figures (Accepted quotes) - This can be changed in organizational settings
Quick Start Buttons
From here a:
+ New Lead can be added.
+ New Sale can be commenced for an existing customer.
Sales Rep's Calendar can be opened.
Pending quotes reviewed by clicking on the words Pending Quotes
your email address will take you to My Profile
My BUZ to change Organisations or edit your My Profile
Help drops down 2 options:
Help Centre which opens this document on another browser tab.
Contact Support to send a message to the BUZ Team.